Weingard Wealth Management of Raymond James - Boca Raton (FL)

Sandra Meunier Fraser was there to help navigate me through Social Security, Medicare and Medigap. I had attempted to do it on my own, but didnt want to make costly mistakes. I quickly became stressed and overwhelmed with the process. I remembered Fraser had reached out to me in an e-mail blast. Im so glad he did! He was systematic and organized in his approach. Before we began, he asked me about my priorities. It didnt take long for him to gain my confidence and trust. He has been there every step of the way offering patience, professionalism and a wealth of knowledge. He guided me through the social security process and empowered me to make the best choice, for my situation, as to the timing of collecting Social Security. On my own, I may have made a very costly mistake due to income penalties. He doesnt tell you what to do, only guides you though the options. I also believe, due to his guidance, I have selected the best possible MediGap Supplemental Insurance plan, for my needs. Fraser also assists with Estate Planning, IRA Rollovers and financial planning. Thanks to Fraser for making this daunting process stress free! I happily refer all my friends to him.

Stephanie Carvajal Great place for adults to go lap swimming! Clean and well maintained pool, very calm ambiance and reasonable prices and good schedule that makes it easy to work out for most. So thankful for this pool.

Rick Kirkendall Attended ukulele concert for the seniors. This was performed by the students of the COA Uke class which is taught by Julie & Jim Bo Black. They give back much to our community.

Patricia Drayton Recently my credit card had been cloned. I thought I would have the worst time getting the money back that was stolen. Space Coast never made me feel like it was my fault. They made me feel so comfortable and made it so easy to retrieve my money. My money was back on my card in less than a week. Thank you guys.

Darrell Reneau We’ve been working with Tabitha for over a year now as the bookkeeper for our nonprofit organization Citrus High School Boosters. She helped us not only set up and maintain our bookkeeping, but also guided us through establishing our bylaws and becoming fully incorporated as a nonprofit. Tabitha is highly professional, extremely reliable, and very knowledgeable about nonprofit compliance and financial management. Anytime we had a question or needed help, she responded quickly and clearly. Its been a huge relief to have someone so capable and trustworthy supporting our mission from the very beginning. I’d highly recommend her services to any nonprofit or small business needing help with bookkeeping, incorporation, or organizational setup. Working with her has been one of the best decisions we’ve made!

Bruce Pajak I use to bank here when I lived in Key West. I use to work in Keys Enterprise on the 3rd floor so it made it easy for banking here. The tellers are very professional, helpful employees. Never any problems with my accounts. Always ATMs available when traveling across Florida. This is good location, good people

Murray B Schwartz Insight Financial Solutions has done a fabulous job for me. They listen, provide honest, professional, effective feedback. Its an amazing team. Everyone I have dealt with there is courteous, kind, knowledgable and committed to helping resolve issues. The Insight team is proactive They reached out often to give me updates and to just check to see how I was doing. My issue was longstanding and complicated. Insight found a way to resolve my issue in a way that preserved my financial future. I highly recommend this team to anyone looking real long-term help.

Scott Petricone Had great experience with Joseph Dyer I had multiple questions for him on a Monday morning he was professional and courteous. Had to find a answer from his legal dept in reference to opening estate account told he would call me in afternoon and he did with all my questions answered.

Tina Wilkerson I have been with Mrs Tanner for years and would not think of going anywhere Else.